As a Client Advisor and member of the advanced planning teams, David’s strengths include advanced tax planning for trusts, high net worth individuals, estates, pass-through, and corporate entities. David works closely with clients to develop comprehensive long term plans using his knowledge of advanced tax and financial issues.
David is a Certified Public Accountant, CPA, and has a Bachelor of Science in Accounting from Towson State University where he was a member of Beta Alpha Psi-Iota Zeta Chapter, a Superior Chapter. Previously, David was a Tax Supervisor with RSM US LLP.
The team here is really amazing. From my first interview, everyone was very welcoming and a pleasure to speak with. The depth of technical knowledge and broad range of expertise has really kept me excited about my move to the firm.
Passing the CPA exam. Prior to sitting for the exam myself, I watched several friends from Towson University take the summer after graduation off, start working in the fall, and study and fail exam sections while working through public accounting busy season. Making the decision to stay in “study mode” and sit for my exams during the summer really made a difference for me and focused me to pass all 4 exams rather quickly.
When I am not in the office, I’m usually outdoors. Hunting, fishing, trail-riding my ATV, or playing in the yard with my Great Dane. When the weather is bad, I’m usually working on something in the garage or playing basketball. I also enjoy cooking for, and spending time with, my fiancé.